Welcome to the National Association of Black Accountants, Inc., Charlotte Chapter - NABA Meeting: Merrill Lynch Presents Financial Habits that Matter!

NABA Meeting: Merrill Lynch Presents Financial Habits that Matter!
   
featuring Kelly Lawrence (Financial Advisor & Senior Portfolio Advisor) & Robin Graves (Financial Advisor)

Do you set the same financial goals every January? Are you having a hard time choosing the right financial strategy for your lifestyle? Are you curious or apprehensive about investing?

Join us for our New Year’s Resolution forum entitled: “Financial Habits That Matter”. We have partnered with Merrill Lynch’s Kelly Lawrence and Robin Graves to learn about building sound financial habits, which include setting goals, budgeting, creating an emergency fund, managing debt, and impact investing.

An open-discussion will be facilitated to explore the current state of our financial health, then we will delve into a high-level explanation of impact investing – Investments made into companies, organizations, and funds with the intention of generating social and environmental impact as well as financial returns. Kelly and Robin will touch on a variety of investment hot topics including:

 

  • The five groupings of impact investments at Merrill Lynch
  • How impact investing may align with clients' goals
  • Bank of America/Merrill Lynch's leadership in the impact investing space

 

 For building security purposes, all attendees must RSVP by EOD Monday November 30th. Complimentary Parking will be provided at The Ritz Carlton

ALL are welcome to attend, however, only NABA Charlotte members of record will be eligible to receive CPE credit (1 hour). Becoming a member is easy! Simply visit NABA Inc's Membership Center and sign up today.

 

LIGHT REFRESHMENTS WILL BE SERVED 

 

About our Facilitators

Kelly Lawrence, Financial Advisor, Senior Portfolio Advisor

 

As a native of Georgetown, South Carolina, Kelly has a passion for educating his clients about their personal finances & building wealth.  His practice works with successful high net worth families, career transitioning professionals, business owners, & retirees. Kelly graduated from South Carolina State University and is an active member of The Harvey Gantt Center, The Arts & Science Council of Charlotte, former board member of Olympic High Academy of Finance, and a volunteer for Charlotte-Mecklenburg Schools. Kelly is a resident of Charlotte’s - Mallard Creek Area. During his free time Kelly enjoys cheering on his NY Giants, spending time with family, and traveling. Kelly brings a wealth of knowledge and a true passion for helping clients achieve the lifestyle they deserve. His practice specializes in private banking & financing, retirement income planning, investment management, & tax-control strategies.  Kelly’s FINRA licensed series 7, 6, 63, 66 and is a NC Life & Health insurance agent

 

 

Robin L Graves, Financial Advisor

 As a native of Canton, Ohio, Robin has a passion for educating her clients about their personal finances & building wealth. Robin works closely with clients to identify their life priorities and commits herself to developing strategies customized to fit their personal circumstances and own unique feeling and attitudes. She is focused on delivering a wealth management strategy, while also understanding the human side. Her relationships are collaborations—with full transparency, high standards, a sense of purpose and simple conversations. Robin graduated from both The Ohio State University and Hiram College and is a member of Charlotte chapter of NBMBA and the alumni association for The Ohio State University, the Charlotte Buckeyes. Robin brings a wealth of knowledge and a true passion for helping clients achieve the lifestyle they deserve. She specializes in banking as well as lending solutions, retirement income planning, and investment portfolio strategies. 

 

   

 

Official Registry Statement:

NABA, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

 

 

Technical Session Policies and Procedures: In attending, please be considerate of the presenters (s) and the session attendees by arriving at each presentation no later than 10 minutes after the scheduled start time. In addition, we ask that persons remain in the session until the end.  As you are aware, late attendees and movement in general can be very distracting for sessions in progress.  We appreciate your adherence to these requests.

    

Event Information
EVENT DATE:
Wednesday, Dec 2 2015 at 5:30pm - 7:30pm [ iCal ]
LOCATION:
1 Bank of America Center 28th Floor
150 N College St Suite 2800
Charlotte, NC 28202





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